Complete the upgrade of SmartPlant Fusion - SmartPlant Foundation - IM Update 47 - Installation & Upgrade

SmartPlant Foundation Upgrade

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Installation & Upgrade
SmartPlant Foundation / SDx Version
10

SmartPlant Foundation IM 2019 does not support Data Capture; you can use the Data Capture feature only with SDx. However, if you are a SmartPlant Fusion 2018R1 user, you can use the Data Capture feature with IM 2019, provided you have upgraded from SmartPlant Fusion 2018R1 to IM 2019 (any update).

This procedure applies only if you are upgrading an installation of SmartPlant Fusion.

After the SmartPlant Foundation upgrade has been completed, ensure that you complete the following tasks:

  1. Delete the existing SmartPlant Fusion templates such as:

    • Fusion Doc Report Template

    • Fusion Tag Report Template

  2. Reload the report templates provided with the sample data, which is found at Smart Community. For more information, see Find sample data on Smart Community.

    Sample data for completing this portion of the upgrade is available on the HxGN SDx product support page.

  3. Any existing user-defined methods must be assigned to Data Capture access groups.

  4. Any existing user-defined graph definitions and view definitions must be updated to align with FDW tag.

  5. After the site has been upgraded, you can enable graphical navigation and update SmartPlant Fusion templates in database:

    • In the SmartPlant Foundation Desktop Client, click Administration > Update Templates and Graphics Map File.

    • When updating the Graphics Map Files for the related documents, the server also creates drawing representation objects for each tag related to the documents that have Graphics Map file. The drawing representation objects are used for graphical navigation in the Web Client. For more information, see View and manage Data Capture data using the Web Client.

    • The SmartPlant Fusion templates in database are updated with the FDW tag and latest relationship definitions.

      You must Update Templates and Graphics Map File, whenever you change the configuration type.

  6. After upgrade, using the SmartPlant Foundation Desktop Client complete the following tasks:

    • Update the existing API Entry points created with SmartPlant Fusion access groups to Data Capture access groups. For more information, see Manage API Entry Point access groups.

    • Assign security code to Data Capture users with a specific configuration other than PlantA. By default, the users with PlantA are assigned to the Unclassified security code. Security code is a mandatory condition for Data Capture users in order to create or update a tag. You can assign a security code by doing as follows:

      1. Expose the method SDACreateConfigUserSettings to Data Capture users by relating the corresponding access group to the method.

      2. To assign security code, click File > New > Administration > Config User Settings.

  • The upgrade makes the following changes in the software:

    • All the existing SmartPlant Fusion users, roles and access groups are removed, and the software is updated with Data Capture users, roles and access groups.

    • You cannot view the data related to TruView Integrator 2018 R1 because it is not supported by the current version of SmartPlant Foundation. (TruView Integrator 2018 R1 is the last release, and this product has been retired.) For more information, see TruView Integrator for SPE/SPO 2018 R1 Release Bulletin.

    • Few document to business object relationship definitions, are updated as follows:

      • SPFNFDWDocArea - SPFNFDWDocRevArea

      • SPFNFDWDocUnit - SPFNFDWDocRevUnit

      • SPFNFDWDocSystem - SPFNFDWDocRevSystem

      • SPFNFDWDocSubArea - SPFNFDWDocRevSubArea

      • SPFNFDWDocSubUnit - SPFNFDWDocRevSubUnit

      • SPFNFDWDocSubSystem - SPFNFDWDocRevSubSystem

      • SPFNFDWDocOriginator - SPFNFDWDocRevOriginator

  • When upgrading to the current version of SmartPlant Foundation, a few upgrade instructions may fail because certain objects are not supported by the latest version. You may see one of the following upgrade instruction failures. These can be ignored.

    • <Instruction TimeTaken="00:00:00.1365079" Result="ORA-00001: unique constraint (UPG_DATA.IDX_SCHEMAREL) violated" UID="{68b78617-d7ff-4fa4-9a16-40a3b3103180}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\07.00.00.16\Loader\UPG_SPFADW_07.00.00.15_07.00.00.16.xml"/>

    • <Instruction TimeTaken="00:00:00.3742529" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFBIReportGroupItem" UID="{b080ac48-a092-42ab-ad63-306875f6ac97}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\07.01.00.15\Loader\UPG_SPFADW_DATA_DW-IntegrationBIReports.xml"/>

    • <Instruction TimeTaken="00:00:00.2521054" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFLoginUser" UID="{38135fed-ca48-4acb-a85f-8a2c521d5bf2}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0500.xml"/>

    • <Instruction TimeTaken="00:00:00.2055578" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAPIEntryPoint" UID="{1ef01792-42b5-4a26-ac03-979e78e55d8b}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0966.xml"/>

    • <Instruction TimeTaken="00:00:00.2281485" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAPIEntryPoint" UID="{4f586e27-68e1-4015-9bd4-cbf0f3399a47}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0966.xml"/>

    • <Instruction TimeTaken="00:00:00.3710559" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAdhocReport" UID="{3261ea56-38f9-438e-b8ad-4dac79932b3d}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_CancelExternaltXmtlReportTemplateFile.xml"/>

    • <Instruction TimeTaken="00:00:02.1346302" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{294f1968-d98c-4b17-b1ff-3a7b066e055f}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.13_07.02.00.14.xml"/>

    • <Instruction TimeTaken="00:00:00.2444721" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{55042c38-ac4d-45d1-9c46-1eb83eaa80f8}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.13_07.02.00.14.xml"/>

    • <Instruction TimeTaken="00:00:00.2512213" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{dc33ec69-199d-4fd2-aa18-eba0721d5415}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.13_07.02.00.14.xml"/>

    • <Instruction TimeTaken="00:00:00.2446140" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{3abbe7b0-8527-43c1-9f56-72d627d02dd8}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.13_07.02.00.14.xml"/>

    • <Instruction TimeTaken="00:00:00.4486388" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFLoginUser" UID="{38135fed-ca48-4acb-a85f-8a2c521d5bf2}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0500.xml"/>

    • <Instruction TimeTaken="00:00:00.1875893" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{f0cb00d0-7345-4f6c-9b1b-58364c7321dd}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0966.xml"/>

    • <Instruction TimeTaken="00:00:00.2337865" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{6ba27117-9145-4104-a306-ca30b274661e}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0966.xml"/>

    • <Instruction TimeTaken="00:00:00.2270508" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{48b5c153-8d32-43f6-9b6f-debae5ea0e65}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0966.xml"/>

    • <Instruction TimeTaken="00:00:00.2260937" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{bb48f9c7-bd66-44cb-9af1-fe9e5d766004}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0966.xml"/>

    • <Instruction TimeTaken="00:00:00.2224799" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{b8fcb57c-0e6e-449a-91c6-185023f7f2dc}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.1945.xml"/>

    • <Instruction TimeTaken="00:00:00.2166085" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{bc1dc815-e8a5-408e-ae12-ed1e4a6f04e8}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.1945.xml"/>

    • <Instruction TimeTaken="00:00:00.2237705" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFFeatureSet" UID="{a8e518bd-9156-41fd-bd47-7000f823a006}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.1945.xml"/>

    • <Instruction TimeTaken="00:00:00.5212812" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAdhocReport" UID="{3261ea56-38f9-438e-b8ad-4dac79932b3d}" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_CancelExternaltXmtlReportTemplateFile.xml"/

    • Cannot insert duplicate key row in object 'dbo.SCHEMAREL' with unique index 'IDX_SCHEMAREL'. The duplicate key value is (FT_tif, ADMIN, FT_png, ADMIN, SPFFileTypeFileType, , 9999/12/31-23:59:59:999). The statement has been terminated

    • <Instruction UID="{c6763871-c083-411e-8e44-5c734ee4d51f}" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAccessGroupMethod" FileName="C:\Program Files(x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\07.00.00.17\Loader\UPG_SPFNADW_04.02.00.02_05.00.00.06_Fusion.xml" TimeTaken="00:00:00.2546241"/>

    • <Instruction UID="{84e10135-ec24-4663-a5b8-d376737f9024}" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAccessGroupMethod" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\07.00.00.17\Loader\UPG_SPFNADW_04.02.00.02_05.00.00.06_Fusion.xml" TimeTaken="00:00:00.2887168"/>

    • <Instruction UID="{9da5f03c-e0a6-4d2e-9ff8-d61267afb173}" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAccessGroupMethod" FileName="C:\Program Files (x86)\SmartPlant\Foundation\SPFServerManager\Upgrade\07.00.00.17\Loader\UPG_SPFNADW_04.02.00.02_05.00.00.06_Fusion.xml" TimeTaken="00:00:00.2153846" />

    • <InsertInstruction><IObject UID="{27827f57-f7ee-4629-ac5e-2512cb3bc461}" Name="Insert_MAG_SOPSDocumentViewer.SPFAccessGroupMethod.MTH_ViewOffPageDocument" ContainerID="FDW.DocOPCAdmin" /<IRefObject RefClass="RelRefUID="MAG_SOPSDocumentViewer.SPFAccessGroupMethod.MTH_ViewOffPageDocument" RefName="MAG_SOPSDocumentViewer.SPFAccessGroupMethod.MTH_ViewOffPageDocument" RefDomainUID="ADMIN" RefDomainGroup="SCHEMA" /><IPropValues PropValues="IObject\%UID\%MAG_SOPSDocumentViewer.SPFAccessGroupMethod.MTH_ViewOffPageDocument\%ISPFAccessGroupMethod\%SPFRestrictToActionRecipsWhenObjInWorkflow\%False\%ISPFAccessGroupMethod\%SPFFilterByOwnerOrOwningGroup\%\%IRel\%UID1\%MAG_SOPSDocumentViewer\%IRel\%DefUID\%SPFAccessGroupMethod\%IRel\%UID2\%MTH_ViewOffPageDocument" AddedInterfaces="IObject~ISPFAccessGroupMethod~IRel" /><IInsertInstruction /><IInstruction TargetDBTypes="DATACAPTURE" /><IRefRel UID1="MAG_SOPSDocumentViewer" UID2="MTH_ViewOffPageDocument" RelDefUID="SPFAccessGroupMethod"/> </InsertInstruction>

    • <InsertInstruction><IObject UID="{ef52e602-b601-42a6-938e-7d370561dc90}" Name="Insert_MAG_SOPSDocumentViewer.SPFAccessGroupMethod.MTH_UpdateOPC" ContainerID="FDW.DocOPCAdmin"/><IRefObjectRefClass="Rel"RefUID="MAG_SOPSDocumentViewer.SPFAccessGroupMethod.MTH_UpdateOPC"RefName="MAG_SOPSDocumentViewer.SPFAccessGroupMethod.MTH_UpdateOPC" RefDomainUID="ADMIN" RefDomainGroup="SCHEMA" /><IPropValues="IObject\%UID\%MAG_SOPSDocumentViewer.SPFAccessGroupMethod.MTH_UpdateOPC\%IRel\%UID1\%MAG_SOPSDocumentViewer\%IRel\%DefUID\%SPFAccessGroupMethod\%IRel\%UID2\%MTH_UpdateOPC" AddedInterfaces="IObject~ISPFAccessGroupMethod~IRel" /><IInsertInstruction /><IInstruction TargetDBTypes="DATACAPTURE" /><IRefRel UID1="MAG_SOPSDocumentViewer" UID2="MTH_UpdateOPC" RelDefUID="SPFAccessGroupMethod" /> </InsertInstruction>

    • <Instruction UID="{d955d64c-09d9-439d-9bfa-b599f80ebad9}" Result="Can't find End2 Object or End2 Object doesn't have interface ISPFAdhocReport" FileName="C:\Program Files (x86)\SDX\SPFServerManager\Upgrade\10.00.12.0000\Loader\UPG_SPFADW_CR-AM-152116_AdhocReports.xml" TimeTaken="00:00:00.2848151" />

    • <Instruction UID="{fa6244c8-92e5-421b-9db3-079c3bd9de60}" Result="Can't find End2 Object or End2 Object doesn't have interface ISPFAdhocReport" FileName="C:\Program Files (x86)\SDX\SPFServerManager\Upgrade\10.00.12.0000\Loader\UPG_SPFADW_CR-AM-152116_AdhocReports.xml" TimeTaken="00:00:00.2714228" />

    • <Instruction UID="{4542b6ea-9bb1-4d65-bfdd-0b2142b64be1}" Result="Can't find End2 Object or End2 Object doesn't have interface ISPFAdhocReport" FileName="C:\Program Files (x86)\SDX\SPFServerManager\Upgrade\10.00.12.0258\Loader\UPG_SPFADW_10.00.11.0121_10.00.12.0256.xml" TimeTaken="00:00:00.1098573" />

    • <Instruction UID="{8c0530e9-aad7-435f-b42c-a3453a9a7b06}" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFRole" FileName="C:\Program Files (x86)\SDX\SPFServerManager\Upgrade\10.00.09.0190\Loader\UPG_SPFADW_10.00.08.0102_10.00.09.0190.xml" TimeTaken="00:00:00.3146676" />

    • <Instruction TimeTaken="00:00:00.0738989" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAccessGroup" UID="{e031dc96-f175-41c3-a8bf-b8fca967b34d}" FileName="C:\Program Files (x86)\SDX\SPFServerManager\Upgrade\10.00.16.0164\Loader\UPG_SPFADW_10.00.15.0189_10.00.16.0158.xml"/>

    • <Instruction TimeTaken="00:00:00.0743935" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAccessGroup" UID="{73727470-47a8-45b4-a7fd-457d57012475}" FileName="C:\Program Files (x86)\SDX\SPFServerManager\Upgrade\10.00.16.0164\Loader\UPG_SPFADW_10.00.15.0189_10.00.16.0158.xml"/>

    • <Instruction UID="{302c2e6d-36b1-4521-b4af-bfef80e42e38}" Result="Can't find End1 Object or End1 Object doesn't have interface ISPFAPIEntryPoint" FileName="C:\Program Files (x86)\SDX\SPFServerManager\Upgrade\10.00.00.0000\Loader\UPG_SPFADW_07.02.00.15_10.00.00.0966.xml" TimeTaken="00:00:00.1480741" />